E-Pay Configuration

To configure E-Pay:

1. In Admin Console, under Business Rules > Local Services > CostGuardService > ServerName_CostGuardServer > Customer Management Settings, double-click E-Pay. This displays the E-Pay window.

   (Show picture)

   

2. Enable/disable E-Pay settings as required and described below:

   Force Approved Debit Transactions	If checked, enables a link for a transaction on the 'Make One-Time Charge' window in Accounts Receivable.
   Credit Transaction Offset Adjustment Default	If checked, the Offset Adjustment field on an adjustment is selected by default. The user can clear the field if necessary.
   Debit Transaction Offset Adjustment Default	If checked, the Offset Adjustment field on a payment is selected by default. The user can clear the field if necessary.
   Bypass E-Check Transaction Processing	If selected, E-Check transactions are not submitted.

Authorize.Net

The Authorize.Net configuration lets you set up your company's specific information to access Authorize.Net's credit card processing service if your company has a contract with them.

1. In Administration Console, select Business Rules > Local Services > CostGuardService > serverName_CostGuardServer > Customer Management Settings > E-Pay. Double-click Authorize.Net. This displays the Authorize.Net window.

   (Show picture)

   

2. Enter the Authorize.NET information as described below:

   Merchant Login	Your company's Merchant login, as supplied by Authorize.Net, to access the payment gateway.
   Password	Your company's password used to access Authorize.Net's payment gateway.
   Transaction Description	Description of all transactions. The description is sent to Authorize.Net via the payment form.
   Test Mode	If selected, all transactions sent to Authorize.Net are submitted as test transactions.
   Bypass E-Check	If selected, E-Check transactions are not submitted to Authorized.Net.
   Immediate ACH through EPay Payments	If selected, ACH transactions are created during the Export E-Pay Transactions process in RateBill. The actual E-Check transaction is part of an ACH Batch file.

1. Click Save.

Shift4

The Shift4 configuration lets you set up your company's specific information to access Shift4's credit card processing service if your company has a contract with them.

1. In Administration Console, select Business Rules > CostGuardService > serverName_CostGuardServer > Customer Management Settings > E-Pay. Double-click Shift4. This displays the Shift4 window.

   (Show picture)

   

2. Enter the Shift4 information as described below:

   Merchant ID	Your company's (store's) Merchant ID as supplied by Shift4 to let IDI access the Shift4 console application that resides near the IDI server.
   Application IP Address	The IP Address of the machine where the Shift4 console application resides.
   Application Port Number	The Port Number that is used for the Shift4 console application on the machine.

1. Click Save.

LinkPoint

The LinkPoint configuration lets you set up your company's specific information to access LinkPoint's credit card processing service if your company has a contract with them.

1. In Administration Console, select Business Rules > CostGuardService > serverName_CostGuardServer > Customer Management Settings > E-Pay. Double-click LinkPoint This displays the LinkPoint window.

   

2. Enter the LinkPoint information as described below:

   Merchant ID	Your company's (store's) Merchant ID as supplied by LinkPoint to let IDI access the LinkPoint console application that resides near the IDI server.
   Certificate Path	The path where the LinkPoint digital certificate (.PEM) file is located. This file is obtained from the LinkPoint merchant website.
   Host	Where transactions are sent.
   Debug Mode (optional)	If enabled, a transaction debug log is written to the c:\temp\ directory on the server. It is recommended you disable this for live mode.

3. Click Save.

Enhanced PCI Configuration

To enter the information needed to allow access to the payment gateway:

1. In Admin Console, under Business Rules > Local Services > CostGuardService > ServerName_CostGuardServer > Customer Management Settings > E-Pay, double-click Enhanced PCI Configuration. This displays the Payment Gateway Configuration window. (Show picture)

2. Select the appropriate Payment Gateway from the list and enter the required information.

   • Braintree

   • Tempus PaymentMate

     (More)

     Tempus PaymentMate requires that specific Service Names be added for each tender type and also for E-Pay. The POS tender types configuration should be completed from the POS Back Office Register Policies. The information for E-Pay accounts is added via Admin Console.(Show picture)

     

     For E-Pay accounts, include the following information:

     Service Name

     Code representing the check tender type.

     Note

     Credit Card and Debit Card tender types do not require a Service Name.

     Valid entries:

     E-Pay

     Note

     The payment gateway for E-Pay is set up in Administration Console.

     Tender Type	Service Name Value	Notes
     	PPD	Prearranged Payment and Deposit using an ACH Checking Account. Tender Type does not apply to E-Pay.

     OnlineBill

     Note

     An OnlineBill store must exist and be configured to use Tempus PaymentMate.

     Tender Type	Service Name Value	Notes
     E-Check	ICA	Internet Check Acceptance
     E-Check Manual Deposit		Not applicable for OnlineBill
     Warrantied Paper check		Not applicable for OnlineBill

     POS (Retail - with Smart Node)

     Tender Type	Service Name Value	Notes
     E-Check	ECA	Electronic Check Acceptance
     E-Check Manual Deposit	ECA	Electronic Check Acceptance
     Warrantied Paper check	VERI	(PCA - Paper Check Acceptance)

     POS (Retail - without Smart Node)

     Tender Type	Service Name Value	Notes
     E-Check		Not applicable without Smart Node
     E-Check Manual Deposit		Not applicable without Smart Node
     Warrantied Paper check	VERI	(PCA - Paper Check Acceptance)

     POS (Call Center - with or without Smart Node)

     Tender Type	Service Name Value	Notes
     E-Check	CBP	Check by Phone
     E-Check Manual Deposit		Not applicable in a call center
     Warrantied Paper check	VERI	Mail-in only. (PCA - Paper Check Acceptance)

     RetailNET ID RetailNET ID associated with your company's payment gateway account as provided by Tempus.

     RetailNET Certificate RetailNET certificate associated with your company's payment gateway as provided by Tempus.

     Target URL Target URL endpoint for the payment gateway.

     OnlineBill Transparent Redirect URL Target URL redirect for the payment gateway. Used by OnlineBill. This setting is ignored for E-Pay accounts.

     Enable PaymentMate Smart Node Integration

     Determines whether the register should use the PaymentMate Smart Node for POS transactions. Default: Yes. This setting does not apply to E-Pay accounts.

     Note

     Changing this to No has the following effects:

     • You cannot accept electronic signatures

     • You cannot accept PIN debit cards

     • You cannot electronically scan check payments

     • All data must be entered manually using CostGuard screens.

     PaymentMate Smart Node Timeout Number of seconds CostGuard waits for authorization responses from the PaymentMate Smart Node. This setting does not apply to E-Pay accounts or OnlineBill.

3. Click OK to save the information.

Tempus PaymentMate Configuration

Tempus PaymentMate Configuration

Tempus PaymentMate requires that specific Service Names be added for each tender type and also for E-Pay. The POS tender types configuration should be completed from the POS Back Office Register Policies. The information for E-Pay accounts is added via Admin Console.

For E-Pay accounts, include the following information:

RetailNET ID RetailNET ID associated with your company's payment gateway account as provided by Tempus.

RetailNET Certificate RetailNET certificate associated with your company's payment gateway as provided by Tempus.

Target URL Target URL endpoint for the payment gateway.

OnlineBill Transparent Redirect URL Target URL redirect for the payment gateway. Used by OnlineBill. This setting is ignored for E-Pay accounts.

PaymentMate Smart Node Timeout Number of seconds CostGuard waits for authorization responses from the PaymentMate Smart Node. This setting does not apply to E-Pay accounts or OnlineBill.